Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Michael Venable is a financial advisor with Schwab Wealth Advisory, Inc., based in Indianapolis, Indiana. Robert has been in the financial industry since 2006, and has held positions at Raymond James Financial Services, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Robert is a Certified Financial Planner and holds Series 7, 9, 10, 31, and 66 licenses. Robert is registered with the states of California, Colorado, Connecticut, Delaware, Florida, Georgia, Illinois, Indiana, Iowa, Kentucky, Maine, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Nevada, New Hampshire, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, Rhode Island, Tennessee, Texas, Virginia, Washington, and Wyoming. Robert specializes in financial planning, portfolio management for businesses, and portfolio management for individuals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Swa program paid by wrap sponsor pursuant to cost plan formula.
1
2
IN
01/10/2021 - Present
Schwab Wealth Advisory, Inc. (INDIANAPOLIS IN)
IL
09/29/2011 - 09/12/2013
RAYMOND JAMES FINANCIAL SERVICES, INC. (PEORIA IL)
IL
01/30/2006 - 08/22/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PEORIA IL)
BOTH
Issued 02/17/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/17/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/06/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 01/27/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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